-42.3%
MSTR vs SOUN
-73.4%
+31.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +2.3% |
| 7D | -1.8% | -2.7% | +0.9% | -0.2% |
| 30D | -13.3% | -26.5% | +13.2% | +2.9% |
| 3M | +46.0% | -33.6% | +79.6% | +81.1% |
| 6M | -22.4% | -54.4% | +31.9% | +17.1% |
| YTD | -6.2% | -56.7% | +50.5% | +35.1% |
| 1Y | -42.3% | -71.4% | +29.2% | +5.1% |
| All | -42.3% | -73.4% | +31.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling